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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

— Larry, an advisor in Oregon

“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”

— William, an advisor In Massachusetts

“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”

— An advisor in Texas

“You are making all of our lives easier...and more importantly, our clients.”

— Jeff, an advisor in California

“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”

— Shane, an advisor

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”